+710.2%
KGC vs WEC
+141.2%
+569.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.6% |
| 7D | -0.1% | +0.4% | -0.5% | -0.3% |
| 30D | +10.5% | +0.9% | +9.6% | +9.8% |
| 3M | +19.8% | -5.3% | +25.1% | +22.0% |
| 6M | -6.7% | -6.6% | -0.1% | -4.6% |
| YTD | +7.8% | +3.3% | +4.5% | +5.7% |
| 1Y | +35.7% | +2.1% | +33.6% | +33.5% |
| 3Y | +553.7% | +39.6% | +514.1% | +457.1% |
| 5Y | +461.7% | +31.2% | +430.5% | +389.2% |
| 10Y | +710.2% | +148.4% | +561.7% | +371.3% |
| All | +710.2% | +141.2% | +569.0% | +371.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded WEC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling